Digital Realty Trust, Inc. (DLR) vs SBA Communications Corporation (SBAC)
Digital Realty Trust, Inc. and SBA Communications Corporation are both Reit Specialty companies. Digital Realty Trust, Inc. is the larger, with a market value of $66.9B against $17.6B — 3.8× the size. SBA Communications Corporation trades at the lower P/E: 17.8× against 82.3×. Digital Realty Trust, Inc. grew revenue faster over the last twelve months: 17.4% against 5.36%. SBA Communications Corporation has the higher net margin (34.5% vs 11.2%) and the higher return on invested capital (11.0% vs 0.07%). Both pay a dividend; Digital Realty Trust, Inc. yields more (3.32% vs 1.59%). Across the 22 metrics below, SBA Communications Corporation leads on 14 and Digital Realty Trust, Inc. on 8.
Valuation
Profitability
| Metric | DLR | SBAC | Reit Specialty median |
|---|---|---|---|
| Gross margin | 57.08% | 75.18% | 67.43% |
| Operating margin | 0.79% | 47.65% | 21.38% |
| Net margin | 11.20% | 34.51% | 16.14% |
| Free cash flow margin | 54.36% | 46.89% | 31.07% |
| Return on equity | 3.04% | (20.71%) | 4.76% |
| Return on assets | 1.47% | 8.80% | 3.29% |
| Return on invested capital | 0.07% | 11.04% | 4.19% |
Growth
Health
Dividend
Size
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